Number of Shares
21,635.00
Current Holdings Value*
$577,450.00
% of Portfolio
0.17%
Total Estimate Gain
$-74,234.20
% of Total Estimate Gain
-1.68%

Leverty Financial Group, LLC's Capital Group Municipal Income ETF Holding Summary

As of 2025-06-30, Leverty Financial Group, LLC held 21,635.00 shares of Capital Group Municipal Income ETF(CGMU), totaling $577,450.00. This investment constitutes 0.17% of their stock portfolio, and Leverty Financial Group, LLC now holds 0.02% of the outstanding Capital Group Municipal Income ETF(CGMU) stock.

The initial trade took place in 2025Q1. And since then Leverty Financial Group, LLC has made 1 purchases of CGMU, at an average price of $27.03, for a total of 163,260.00 shares. In addition, there have been 1 sales at an average price of $26.57 for 141,625.00 shares. Based on historical transaction data and CGMU's current price of $26.61, Leverty Financial Group, LLC's estimated gain on his CGMU holdings is $-74,234.20, reflecting a -1.68% gain to date.

Leverty Financial Group, LLC CGMU ($26.61) Holding Chart

Leverty Financial Group, LLC CGMU ($26.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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